Hi, OP here. I would kind of have to disagree here. You raised some interesting points, but I don't think something can be qualified as *moat* if it is overcome-able by just sharing the use cases. For example, we all know Google's use cases is to search, but no one has built one as well as they do. Their moat is in their technology and brand recognision.
Not to disagree with your argument as a whole, but Google's most hasn't been technological for years, but instead comes from their ability to be the default search engine everywhere they can, including if they need to pay Apple billions for that position.
